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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

286 hedge funds and large institutions have $2.19B invested in SPDR DoubleLine Total Return Tactical ETF in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 79 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+29
Holders Change %
+11.28%
% of All Funds
6.38%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.89%
New
62
Increased
79
Reduced
109
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$161M
2
GC
2
Grimes & Company
Massachusetts
$28.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36.9M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$11.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
CWM
2
Cornerstone Wealth Management
Missouri
$243K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$85.4M
4
Bank of America
4
Bank of America
North Carolina
$114M
5
BC
5
Brinker Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWA
151
Beacon Pointe Wealth Advisors
California
$855K +$855K +17,969 New
SWA
152
Stratos Wealth Advisors
Ohio
$848K +$848K +17,894 New
AC
153
Addison Capital
Pennsylvania
$831K +$84K +1,774 +11%
HFA
154
Huber Financial Advisors
Illinois
$800K +$136K +2,880 +21%
AF
155
Allworth Financial
California
$797K +$797K +16,828 New
DWM
156
Dakota Wealth Management
Florida
$795K – – –
FIM
157
Fernwood Investment Management
Massachusetts
$791K +$43.6K +921 +6%
AEPG
158
American Economic Planning Group
New Jersey
$781K +$2.46K +52 +0.3%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$776K -$37.9K -800 -5%
SFP
160
Shepherd Financial Partners
Massachusetts
$775K -$2.36M -49,790 -75%
TSS
161
Two Sigma Securities
New York
$767K +$76.9K +1,625 +11%
SAM
162
Summit Asset Management
Tennessee
$767K +$255K +5,391 +50%
IFWM
163
Institute for Wealth Management
Colorado
$764K -$125K -2,635 -14%
HIS
164
Harvest Investment Services
Illinois
$750K +$750K +15,791 New
VF
165
Virtu Financial
New York
$724K -$2.01M -42,424 -74%
CAN
166
Cetera Advisor Networks
California
$706K -$83.8K -1,776 -11%
RA
167
Rational Advisors
New York
$706K +$230K +4,861 +48%
FAIM
168
Financial Advocates Investment Management
Washington
$673K +$7.15K +151 +1%
AFG
169
Albion Financial Group
Utah
$632K -$8.14M -171,811 -93%
HFM
170
Hartford Financial Management
Connecticut
$622K -$7.92K -167 -1%
GIP
171
Greatmark Investment Partners
Georgia
$586K -$38K -803 -6%
CA
172
Continuum Advisory
Idaho
$543K -$57.9K -1,222 -10%
FCAG
173
First Capital Advisors Group
New Jersey
$523K -$7.91M -167,196 -94%
CFG
174
Cooper Financial Group
California
$516K +$516K +10,890 New
HCA
175
Harbour Capital Advisors
Virginia
$502K +$502K +10,590 New
5 6
7
8 9